Institute for Advanced Financial Education – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 10 Aug 2023 19:36:46 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Institute for Advanced Financial Education – Investment Executive https://www.investmentexecutive.com 32 32 FSRA details oversight for planner and advisor titles https://www.investmentexecutive.com/news/from-the-regulators/fsra-details-oversight-for-planner-and-advisor-titles/ Thu, 10 Aug 2023 19:36:46 +0000 https://www.investmentexecutive.com/?p=469894 Regulator sets supervisory priorities for credential providers

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]]> Trademark board rules against Advocis’ IAFE https://www.investmentexecutive.com/news/industry-news/trademark-board-rules-against-advocis-iafe/ Wed, 20 Dec 2017 00:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/trademark-board-rules-against-advocis-iafe/ New name of relaunched CLU could create confusion with IAFP, ruling states

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]]> Online registry of CLU and CHS holders launched https://www.investmentexecutive.com/news/industry-news/online-registry-of-clu-and-chs-holders-launched/ Thu, 24 Jan 2013 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/online-registry-of-clu-and-chs-holders-launched/ Clients can check if an advisor holds these designations and is in good standing with the Institute

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]]> Equities critical for investment returns, despite volatility https://www.investmentexecutive.com/in-depth_/special-reports/equities-critical-for-investment-returns-despite-volatility/ Fri, 14 Sep 2012 16:20:00 +0000 https://www.investmentexecutive.com/uncategorized/equities-critical-for-investment-returns-despite-volatility/ Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles

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]]> Czorny stays on as chair for Institute for Advanced Financial Education https://www.investmentexecutive.com/news/industry-news/czorny-stays-on-as-chair-for-institute-for-advanced-financial-education/ Fri, 25 Nov 2011 13:15:00 +0000 https://www.investmentexecutive.com/uncategorized/czorny-stays-on-as-chair-for-institute-for-advanced-financial-education/ The Institute appoints board of trustees for 2012 term

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]]> New leadership for Institute for Advanced Financial Education https://www.investmentexecutive.com/news/people/new-leadership-for-institute-for-advanced-financial-education/ Wed, 08 Dec 2010 16:37:00 +0000 https://www.investmentexecutive.com/uncategorized/new-leadership-for-institute-for-advanced-financial-education/ BMO Life’s Czorny elected to chair board of trustees

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]]> CLU Institute rebranding ruffles feathers at IAFP https://www.investmentexecutive.com/building-your-business/financial-planning/clu-institute-rebranding-ruffles-feathers-at-iafp/ Mon, 29 Nov 2010 17:11:00 +0000 https://www.investmentexecutive.com/uncategorized/clu-institute-rebranding-ruffles-feathers-at-iafp/ IAFP executive director worries that similar acronyms could cause confusion

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]]> Institute rebrands in an effort to expand https://www.investmentexecutive.com/newspaper_/news-newspaper/news-55552/ Mon, 01 Nov 2010 17:14:00 +0000 https://www.investmentexecutive.com/uncategorized/news-55552/ The CLU Institute, now known as the IAFE, will have more autonomy because it’s no longer attached directly to Advocis

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]]> CLU Institute introduces new brand https://www.investmentexecutive.com/news/industry-news/clu-institute-introduces-new-brand/ Wed, 13 Oct 2010 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/clu-institute-introduces-new-brand/ Institute for Advanced Financial Education reaches out to broader audience

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